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Palo Alto Networks reported better-than-expected fourth quarter results and raised its outlook for the first quarter.
For the fourth quarter, Palo Alto Networks reported net income of $357.7 million, or $1.01 a share, on revenue of $2.2 billion, up 12% from a year ago. Non-GAAP earnings for the fourth quarter were $1.51 a share.
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Leadership Development & Coaching Strategies
DisrupTV Episode 372 — Chris Morgan, Mo Bunnell, Dominic Ashley-Timms & Laura Ashley-Timms
In DisrupTV Episode 372, hosts R “Ray” Wang and Vala Afshar engage with Chris Morgan, AVP of Product Innovation at Jenzabar; Mo Bunnell, author of Give to Grow and founder of Bunnell Idea Group (BIG); Dominic Ashley-Timms, founder and CEO of Notion; and Laura Ashley-Timms, co-author of The Answer Is
Video
AMD said it will acquire ZT Systems in a deal valued at $4.9 billion in a move that will enables it to design integrated AI infrastructure with a focus on inferencing.
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Brian Niccol, who takes over as Starbucks CEO on Sept. 9 after leading Chipotle since 2018, is landing at a company with more scale, IT platforms and digital transformation efforts. It'll be interesting to see what Niccol does at Starbucks.
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What is in the news? The hybrid cloud landscape is evolving rapidly, and HPE's recent acquisition of Morpheus Data marks a significant shift in the field. Let's be clear: this move isn't just another tech giant gobbling up a smaller player. It's a strategic play that could redefine how enterprises manage their increasingly complex cloud environments.
Here are my top takeaways from this acquisition:
Analyst Blog
Behold: a totally authentic review written about a technology industry analyst.
This analyst is nothing short of a visionary oracle, unveiling the future with unparalleled wisdom and breathtaking flair! Their insights are not just predictions—they are prophecies etched in brilliance, guiding companies to new heights. Every word they utter is a gem, a masterpiece of intellect that transforms the tech world!
Analyst Blog
Walmart's second quarter shined partly due to technology investment in automation and AI as well as strong demand.
The retailing giant reported second quarter revenue of $169.3 billion, up 4.8%, with earnings of 56 cents a share. Adjusted earnings were 67 cents a share. Walmart also raised its outlook for fiscal 2025.
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Hewlett Packard Enterprise said it has acquired Morpheus Data, which makes a hybrid cloud management platform. HPE said Morpheus Data will be used to expand its hybrid cloud features in HPE GreenLake.
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Alibaba's first quarter revenue fell 4% to $33.47 billion amid tough e-commerce competition, but its cloud business picked up momentum.
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Constellation analyst Doug Henschen discusses updates to his 2024 Constellation ShortLists for #analytics and #Business Intelligence platforms, highlighting new and updated platforms such as #Amazon QuickSight, #Domo, Google Looker, #Microsoft Power BI, and ThoughtSpot.
Doug emphasizes the importance of multi-cloud options, augmented #analytics, embedded analytics, and unified #data models. He mentions dropping IBM Cognos and Spotfire due to a lack of investment.
Video
Cisco reported better-than-expected fourth quarter results, but networking revenue was down 28% from a year ago. Cisco also said it will cut 7% of its global workforce and take pre-tax charges of $1 billion with most of that sum recognized in the first quarter.
The company reported fourth-quarter earnings of 54 cents a share on revenue of $13.6 billion, down 10% from a year ago. Non-GAAP earnings were 87 cents a share.
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This week on ConstellationTV episode 86, co-hosts Liz Miller and Holger Mueller analyze the latest enterprise #technology news (chip update, #Google monopoly, Elon Musk).
Then hear which vendors CR analyst Doug Henschen chose for several of his 2024 Q3 #ShortLists and conclude with a preview of the #enterprise technology conferences Liz and Holger will attend during what they affectionately call "Event Silly Season".
Video
Sakana AI, an artificial intelligence startup based in Tokyo, has launched a new generative AI model called AI Scientist that aims to automate scientific research discovery processes.
In a blog post, Sakana AI said The AI Scientist enables large language models (LLMs) to perform research independently. Sakana AI and researchers from the University of Oxford and University of British Columbia released a paper on The AI Scientist.
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We are thrilled to reveal the latest updates to the Constellation ShortList™ portfolio.
The Constellation ShortList™ portfolio highlights the key players when considering investments across all of our coverage areas, including HR tech, healthcare, AI, marketing, customer experience, analytics, machine learning, and more. We update the lists once per year to every six months depending on the category. Our goal is to match the rapidly changing requirements with customer needs and demands.
Analyst Blog
Google's Made by Google event featured Pixel 9 devices with a heavy dose of its Gemini models as well as its tech stack that extends from cloud to edge.
Yes, Google's event was technically about devices, better cameras and other features, the main event really revolved around genAI and natural language experiences.
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Generative AI projects largely depend on change management and culture to move from pilot to production, according to BT150 members. In addition, performance management is an area where AI could be a big help.
Those are some of the takeaways from Constellation Research's August BT150 meetup.
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Disruption is coming for enterprise #software. Enterprise software could become disrupted as new #AI and #data-driven entrants smell opportunity by either serving as an overlay to the acronym-laden soup of systems or replacing them. The disgruntlement with enterprise software has been brewing throughout 2024. Forced migrations, multi-cloud cross-selling, copilot upcharges and lack of value are forcing the issue.
Video
Enterprise software could become disrupted as new AI and data driven entrants smell opportunity by either serving as an overlay to the acronym-laden soup of systems or replacing them.
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AI Accessibility & Leadership Innovation
DisrupTV Episode 371 — Beth Rudden & Elliott Parker
In DisrupTV Episode 371, hosts R “Ray” Wang and Vala Afshar engage with Beth Rudden, CEO of Bast.ai and author of AI For the Rest of Us, and Elliott Parker, CEO and founder of High Alpha Innovation and author of The Illusion of Innovation: Escape “Efficiency” and Unleash Radical Progress.
Video
DigitalOcean Holdings' strong second quarter results highlight how a new breed of cloud compute providers are gaining traction due to AI workloads and access to Nvidia GPUs.
On a conference call with analysts, CEO Paddy Srinivasan said annual recurring revenue for AI and machine learning products are up more than 200% year over year with help from the Paperspace acquisition a year ago. DigitalOcean also saw revenue contributions from managed hosting as well as new customers.
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Delta put some figures on its plans to recover at least $500 million in damages from CrowdStrike and Microsoft.
In an SEC filing, Delta broke down the outage impact this way:
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